This integration is in development and is expected to golive by the end of September 2024.
The steps below will guide you through the steps need to enable Salesbuildr to talk to your Hubspot instance. This will enable Salesbuildr to be able to read and update the following entities and fields.
How does the integration between Salesbuildr and Hubspot work?
Salesbuildr will sync with your Hubspot instance to pull in your companies, contacts and opportunties.
Triggers
Companies
Salesbuildr will fetch companies from Hubspot when the company lifecycle matches of the values that you have configured.
Salesbuildr will create companies in Hubspot when you create them in Salesbuildr.
Contacts
Salesbuildr will fetch contacts from Hubspot when the company lifecycle matches of the values that you have configured.
Salesbuildr will create contacts in Hubspot when you create them in Salesbuildr.
Opportunities
Salesbuildr will fetch new opportunities from Hubspot as soon as they are created.
Salesbuildr will create opportunities in Hubspot when you create them in Salesbuildr.
What information is syncronised between Salesbuildr and Hubspot?
Companies
Salesbuildr enables you to map company types between Hubspot and Salesbuildr to determine how entities will be imported.
Salesbuildr Information | Synced to Hubspot | Description |
Company Name | Company | The name of the company. |
Not Synced | Lifecycle Stage | Where the company is in their lifecycle (MQL, SAL, opportunity, customer, churned, etc) |
External ID | Hubspot ID | Hubspot Customer ID |
Description | Description | A description of the company |
Company Type | Company Type | Type of the company (e.g., customer, prospect, vendor, partner, supplier). |
Website | Website | The website of the company. |
Telephone | Phone Number | The telephone number of the company. |
Industry | Industry | The industry of the company |
Employees | Employees | The amount of employees |
Address | Address Fields | Includes street, city, zip, state, and country information. |
Account Manager | Account Owner | The owner of the account |
Contact user | Primairy contact | The Primary Contact within the company |
Delivery Addresses | Not Synced | Delivery addresses for the company. |
Contacts
Salesbuildr Information | Synced to Hubspot | Description |
First Name | First Name | The first name of the contact. |
Last Name | Last Name | The last name of the contact. |
Linkedin Page | ||
Title | Role | The role of the contact |
The email address of the contact. | ||
Company ID | Company Reference | Reference to the company the contact is associated with. |
Phone | Phone | The phone number of the contact. |
Opportunities
Salesbuildr creates and synchronises opportunity with deals in Hubspot.
Salesbuildr Information | Synced to Hubspot | Description |
Opportunity Title | Deal Name | The name of the sales opportunity. |
Opportunity description | Description | Opportunity description |
Estimated Close Date | Close Date | The expected date to close the opportunity. |
Pipeline Stage | Deal Stage | The stage of the opportunity |
Source | Original Source | The source of the opportunity |
Category | Deal Type | The type of opportunity |
Probability | Probability | % Probability |
One time revenue |
| The one time revenue based on items in the quote |
Monthly revenue |
| The monthly revenue based on items in the quote |
| Amount | Total Deal amount when combining one time revenue and recurring revenue |
Company Information | Account Reference | Links to the company details |
PO Number | Customer PO Number | Pulls from quote |
Company contact | Contact Reference | Links to the contact details |
Owner Information | Deal owner | Links to the user who owns the opportunity |
| Attachments | Uploads the signed PDF and URL to the qoute |
Opportunity ID | Salesbuildr Opportunity ID | The unique identifier of the opportunity from Salesbuildr. |
How to use Salesbuildr with Hubspot
Opportunities
From the Opportunity detail page
Opens the Opportunity Card in Hubspot
Opens the Company Card in Hubspot
Companies and contacts
Click the Hubspot icon to open the Company or Contact card in Hubspot.
